Dashboard
Customize your home screen with the most relevant widgets for your daily work.
Overview
Interflow's Dashboard is fully customizable for each user. You can choose, reorder, and remove widgets from available modules — CRM, financial, appointments, tasks, and conversations — keeping the most important information right at the entrance to the system.
💡 Access
Access the Dashboard via the home icon in the left menu.
Available Widgets
| Widget | Description |
|---|---|
| Personal Statistics | Cards with summary of active conversations, tasks, and appointments |
| Recent Conversations | Latest conversations assigned to the user |
| Tasks — List | Pending and in-progress tasks |
| Tasks — Kanban | Full view in columns by stage |
| Appointments | Upcoming scheduled appointments |
| CRM Funnel | Summary of customers by sales funnel stage |
| Financial Summary | Cash balances and general financial overview |
Customizing the Dashboard
- Access the Dashboard from the left menu
- Click the "Customize" button in the top-right corner of the welcome banner
- In the modal, drag widgets to reorder or use the icons to:
- Change size (↔ between half-width and full-width)
- Remove the widget (🗑)
- In the "Add widgets" section, click + to include new modules
- Click "Save configuration" — the layout is saved for future sessions
💾 Sync
The configuration is saved in the database and synchronized across all your devices.
Widget Sizes
Each widget can be displayed in two sizes:
| Size | Description |
|---|---|
| Half-width | Two widgets side by side on the same line |
| Full-width | Widget occupies all available width |
Toggle size by clicking the ↔ icon during customization.
View as User (Administrators)
Administrators and owners can check how the dashboard looks for regular users:
- In the admin dashboard, click "View as user"
- View and configure the dashboard in regular user mode
- The selected mode is saved and automatically restored on each access